← Meet the Team
Jake Dunn
Office Administrator
Jake Dunn is an Office Administrator at Annex Wealth Management’s
Lake Country Branch Office.
As an Office Administrator, Jake answers calls from current and potential clients, coordinates meetings, maintains client files, and handles many administrative duties.
Prior to joining the Annex team, Jake spent 3 years working for the Milwaukee Brewers as Grounds Crew, Event Operations & Guest Experience. Jake also worked for a local golf course in operations and management.
Jake received his bachelor’s in business administration from the University of Wisconsin-Whitewater after spending his first year at Carthage. While at Whitewater, Jake worked with the Athletic Department, helping out with statistics and event management.
In his free time, Jake enjoys watching the Packers, Brewers, and Oregon Ducks. He also enjoys golfing and spending time with his friends and family.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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